See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,733 | $70,606-90.5% | $53,898-87.5% | $142,382-95.3% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 25.60% | 619.81%-594.2pp | 528.60%-503.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $300 | $1,202-75.1% | $932-67.8% | $4,299-93.0% |
| Participant deferral / active EE | $896 | $2,364-62.1% | $1,826-50.9% | $6,507-86.2% |
| Admin fee / account holder | $57 | $2,852-98.0% | $2,491-97.7% | $12,624-99.6% |